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Dixon Hughes Goodman Wealth Advisors’s Visa V Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$308K Buy
1,389
+230
+20% +$49.7K 0.09% 129
2021
Q4 		$251K Buy
+1,159
New +$249K 0.08% 129

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's V Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Visa (V) stake by 20% in Q1 2022, buying an estimated $49.7K and bringing the position to 1,389 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #129.

Dixon Hughes Goodman Wealth Advisors first reported a position in V in Q4 2021 and has held it in 2 quarters since. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,389 shares of Visa worth $308K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 230 Visa shares in Q1 2022, an estimated $49.7K.
  • Visa made up 0.09% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #129 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 2 quarters since.
  • 3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.